Simon’s experience is backed up by his professional credentials and a 19 year career in banking including senior management roles in business and personal banking.
Having worked in a 'tied' environment, Simon is a firm believer that financial advice is better provided on an independent and impartial basis. An advocate of absolute honesty and trust – values that he lives by - Simon understands that where the world of finance can often appear complex, it is his role to simplify it by providing straight forward financial guidance. Any clients seeking specialist advice in personal finances and insurance, will not only benefit from Simon’s extensive expertise, but experience the job satisfaction he achieves when he helps you reach the right financial decision and fulfil your life ambitions.
Diploma in Financial Planning
Advanced Diploma Level
AF2 – Business Financial Planning
AF3 – Pension Planning
AF5 – Financial Planning Process
Diploma Level
J01 – Personal Taxation
J02 – Trusts
J04 – Pension Funding Options
J05 – Retirement Options
J07 – Supervision in a regulated environment
R02 – Investment Principles and Risk
R08 – Pensions Update
Certificate Level
FPC – Financial Planning Certificate
ER1 – Equity Releases
CF2 – Investment and Risk
CF3 – Financial Protection
CF4 – Retirement Planning
CF5 – Integrated Financial Planning
CF6 – Mortgage Advice
Whilst you won’t find Simon on social media, he is always there for his clients and much prefers the old school face-to-face approach to life.
In addition, you may also spot him by a river bank, rod in hand, or enjoying a muddy walk with his four legged companion Gillie.
